See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,109 | $64,307-14.3% | $57,343-3.9% | $125,391-56.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | -2.00% | 25.12%-27.1pp | 24.39%-26.4pp | 282.22%-284.2pp |
| Employer contribution / active EE | $3,074 | $3,193-3.7% | $2,689+14.3% | $4,866-36.8% |
| Participant deferral / active EE | $5,107 | $3,848+32.7% | $3,162+61.5% | $5,352-4.6% |
| Admin fee / account holder | $239 | $5,242-95.4% | $3,356-92.9% | $9,540-97.5% |